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Building 2WELLS FARGO VAN KASPER, LLC

Map pinSAN FRANCISCO, CA
Phone415-391-5600
NotebookSEC #801-42443
Total AUM
$266.5M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CALIFORNIA STREET
SUITE 1700
SAN FRANCISCO
CA 94108-2704
USA
Operating Hours
6:00 AM TO 5:30 PM
Monday - Friday
Phone
415-391-5600

ReceiptFinancials

Total AUM
$266.5M
Accounts
1,410
Discretionary
$266.5M
Accounts
1,410
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Rule Violation
State Registrations
AZCAIDNMNVORUTWA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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